Frank, Rimerman Advisors LLC Incresed Positions in Q2 2025

Frank, Rimerman Advisors LLC

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
1.5K
+ 28.91%
$36.11 - $49.33 $54K - $73.7K
6.67K $280K
HUM
Humana Inc

Healthcare
229
+ 13.22%
$224.93 - $295.04 $51.5K - $67.6K
1.96K $479K
ED
Consolidated Edison Inc

Utilities
484
+ 17.14%
$98.05 - $113.3 $47.5K - $54.8K
3.31K $331K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.02%
$52.31 - $63.72 $52.3 - $63.7
4.58K $291K
MCD
Mcdonalds Corp

Consumer Cyclical
866
+ 7.44%
$285.55 - $321.23 $247K - $278K
12.5K $3.65M
VRSK
Verisk Analytics, Inc.

Industrials
4
+ 0.34%
$277.03 - $321.33 $1.11K - $1.29K
1.18K $367K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.03%
$90.56 - $109.49 $90.6 - $109
3.26K $356K
BIO
Bio Rad Laboratories, Inc.

Healthcare
53
+ 3.02%
$216.56 - $256.68 $11.5K - $13.6K
1.81K $435K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 0.0%
$72.02 - $73.82 $72 - $73.8
37.2K $2.74M
BNDX
Vanguard Total International B

ETFs
1
+ 0.01%
$48.77 - $49.55 $48.8 - $49.6
7.4K $366K
Arista Networks Inc
3.32K
+ 82.83%
N/A
7.32K $0
Kenvue Inc
4.49K
+ 24.25%
N/A
23K $0
Linde PLC
1.36K
+ 40.33%
N/A
4.72K $0
Canadian Pacific Kansas City
139
+ 0.79%
N/A
17.7K $0
EXC
Exelon Corp

Utilities
886
+ 5.74%
$42.2 - $47.37 $37.4K - $42K
16.3K $708K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1
+ 0.01%
$48.13 - $49.85 $48.1 - $49.9
18.4K $903K
AGNC
Agnc Investment Corp.

Real Estate
114
+ 0.33%
$8.12 - $9.49 $926 - $1.08K
34.4K $315K
TCOM
Trip.Com Group LTD

Consumer Cyclical
185
+ 1.72%
$52.21 - $67.1 $9.66K - $12.4K
11K $642K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
67
+ 7.33%
$483.07 - $625.6 $32.4K - $41.9K
981 $515K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
4.09K
+ 897.81%
$105.72 - $1416.0 $433K - $5.8M
4.55K $508K
CHX
Champion X Corp

Energy
327
+ 1.19%
$22.52 - $30.02 $7.36K - $9.82K
27.7K $688K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.02K
+ 1196.27%
$87.84 - $1441.89 $704K - $11.6M
8.69K $782K
BMY
Bristol Myers Squibb CO

Healthcare
3.22K
+ 7.69%
$44.12 - $59.6 $142K - $192K
45.1K $2.09M
Activity Summary
Buys All Purchases 276 New Holdings 102 Increased Positions 174 Sells All Sells 228 Reductions 228 Sold out 0 Options Calls 0 Puts 0
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